Business Development Associate

Australian Unity

  • Melbourne, VIC
  • Permanent
  • Full-time
  • 20 days ago
About usEstablished in 1840, we are Australia's first wellbeing company, delivering health, wealth and care services for our members and the community.As a social enterprise, we're motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.For us, Real Wellbeing encompasses the whole experience of life. It's about feeling supported in your health, connected with your community and empowered to live life on your terms.Your New Role Looks Like This:Join Australian Unity's Wholesale and Institutional Business Development team and play a pivotal role in strengthening relationships with key accounts and financial intermediaries. You'll help promote our market-leading products, collaborate across teams, and ensure our business development efforts are efficient.This is your opportunity to work in a high-performing sales team, keeping operations smooth and helping deliver exceptional experiences for our clients. If you're proactive, detail-oriented, and thrive in a collaborative environment, this role is for you.What You'll Be Doing
  • Spot Opportunities - Identify and qualify potential investors in the Wholesale and Institutional space.
  • Support Our BDMs - Prepare for meetings, manage follow-ups, and maintain strong client relationships.
  • Create Impactful Materials - Help produce pitch decks, investment proposals, and client presentations that leave an impression.
  • Analyse the Market - Research industry trends and competitors to uncover growth opportunities.
  • Keep Us Connected - Manage Salesforce records, client data requests, and internal sales reporting.
  • Collaborate for Success - Work closely with internal and external stakeholders to bring sales strategies to life.
  • Drive Growth - Contribute to projects and initiatives that help increase funds under management (FUM), including promoting our market-leading Social Infrastructure Product
About You:
  • 3-5 years industry experience
  • Tertiary qualification in Finance/Investments (CFA preferred) with a strong interest in investments, financial markets, and business development.
  • RG146 Qualification
  • Salesforce/CRM experience highly preferable
  • Strong organisational skills with a sharp eye for detail.
  • A proactive mindset and ability to anticipate needs before they arise.
  • Excellent communication skills to work effectively with clients and colleagues.
If you're ready to help drive growth and make an impact in a fast-moving environment, we'd love to hear from you.What's on Offer:You will enjoy a range of great employee benefits and rewards including:
  • Competitive salary + bonus program
  • Enjoy additional yearly Well-Being and Community leave days
  • 14-week paid parental leave, with equal benefit for both parents
  • Employee Referral Program
  • Employee Assistance Program - support and assistance for you and your partner at those times in life when you need it most
  • Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
  • Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!
  • Available access to LinkedIn Learning courses through our great Learning platform
For further benefits visit:Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.

Australian Unity